Purchases and Sales Made in Q4 2024 in Walmart Inc. (WMT)
This table provides information about the institutional ownership of Walmart Inc. (WMT) during Q4 2024. The information is specifically focused on institutions that hold shares of Walmart Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
2.21KNew |
$175K - $212K
|
2.21K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2.19K+ 88.32% |
$173K - $209K
|
4.66K
$480K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.18K+ 17.14% |
$172K - $208K
|
14.9K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2.17K+ 1.51% |
$171K - $207K
|
146K
$15M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.16K+ 18.74% |
$171K - $207K
|
13.7K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.15K+ 19.87% |
$170K - $206K
|
13K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.11K+ 2.69% |
$167K - $202K
|
80.8K
$8.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
2.08KNew |
$165K - $199K
|
2.08K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.08K+ 10.79% |
$165K - $199K
|
21.4K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.08K+ 1.09% |
$164K - $199K
|
192K
$19.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.08K+ 3.55% |
$164K - $199K
|
60.6K
$6.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.07K+ 17.63% |
$163K - $198K
|
13.8K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.06K+ 2.82% |
$163K - $198K
|
75.1K
$7.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.05K+ 8.37% |
$162K - $196K
|
26.6K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.05K+ 40.94% |
$162K - $196K
|
7.06K
$726K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.04K+ 21.6% |
$162K - $195K
|
11.5K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.04K+ 6.87% |
$161K - $195K
|
31.7K
$3.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
2.03K+ 12.6% |
$161K - $195K
|
18.2K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.03K+ 3.79% |
$161K - $194K
|
55.6K
$5.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.02K+ 11.87% |
$159K - $193K
|
19K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2K+ 1.17% |
$158K - $191K
|
174K
$17.9M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2K+ 40.73% |
$158K - $191K
|
6.91K
$712K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
2K+ 0.79% |
$158K - $191K
|
254K
$26.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.98K+ 16.62% |
$156K - $189K
|
13.9K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.97K+ 4.03% |
$156K - $189K
|
50.9K
$5.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.97K+ 1.35% |
$156K - $188K
|
147K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.96K+ 13.56% |
$155K - $187K
|
16.4K
$1.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
1.95K+ 1.23% |
$155K - $187K
|
161K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.95K+ 5.36% |
$154K - $187K
|
38.4K
$3.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.95K+ 22.28% |
$154K - $187K
|
10.7K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.94K+ 2.74% |
$154K - $186K
|
72.8K
$7.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.94K+ 3.35% |
$154K - $186K
|
59.9K
$6.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.94K+ 7.46% |
$154K - $186K
|
28K
$2.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.93K+ 3.39% |
$153K - $185K
|
58.9K
$6.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.93K+ 6.01% |
$153K - $185K
|
34K
$3.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.93K+ 71.61% |
$152K - $184K
|
4.61K
$475K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.85K+ 17.46% |
$146K - $177K
|
12.4K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.84K+ 30.84% |
$146K - $176K
|
7.82K
$805K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.84K+ 2.04% |
$145K - $176K
|
91.8K
$9.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.83K+ 29.32% |
$145K - $175K
|
8.07K
$831K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.83K+ 11.0% |
$145K - $175K
|
18.4K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.82K+ 39.18% |
$144K - $174K
|
6.47K
$666K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.81K+ 13.85% |
$143K - $173K
|
14.8K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.8K+ 10.41% |
$142K - $172K
|
19.1K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.78K+ 7.21% |
$141K - $171K
|
26.5K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.77K+ 4.0% |
$140K - $169K
|
45.9K
$4.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.76K+ 1.7% |
$139K - $168K
|
105K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.75K+ 65.37% |
$138K - $167K
|
4.42K
$455K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.74K+ 1.44% |
$138K - $167K
|
123K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.73K+ 14.2% |
$137K - $166K
|
13.9K
$1.44M
|